VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 55 filers reported holding VANGUARD WELLINGTON FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,594,626 | +3.5% | 23,102 | +5.1% | 1.17% | -9.4% |
| Q2 2023 | $2,507,478 | -23.6% | 21,983 | -22.2% | 1.30% | -33.1% |
| Q1 2023 | $3,282,462 | +47.5% | 28,242 | +33.1% | 1.94% | +28.7% |
| Q4 2022 | $2,224,911 | +12.9% | 21,220 | +2.6% | 1.51% | +24.0% |
| Q3 2022 | $1,970,000 | -4.6% | 20,681 | -1.8% | 1.22% | +5.5% |
| Q2 2022 | $2,064,000 | -37.1% | 21,070 | -25.4% | 1.15% | -18.7% |
| Q1 2022 | $3,282,000 | – | 28,242 | – | 1.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 116,968 | $13,669,000 | 3.91% |
| Milestone Advisory Partners | 34,010 | $3,974,000 | 2.34% |
| Symmetry Partners, LLC | 114,409 | $13,466,000 | 0.89% |
| Cardan Capital Partners, LLC | 60,429 | $7,062,000 | 0.79% |
| Coastline Trust Co | 15,666 | $1,831,000 | 0.23% |
| Mosaic Family Wealth, LLC | 6,928 | $810,000 | 0.22% |
| Capital Advisors, Ltd. LLC | 6,366 | $744,000 | 0.13% |
| Secure Asset Management, LLC | 1,762 | $206,000 | 0.10% |
| Destiny Wealth Partners, LLC | 3,129 | $366,000 | 0.07% |
| Laurel Wealth Advisors, Inc. | 2,791 | $326,000 | 0.06% |